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JimMcGregor
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Where is the doom and gloom?
JimMcGregor   1/22/2014 2:31:52 PM
This is a company that many had given up for dead just 18 months ago. While the Q4 outlook may not have been stellar, the results were. Congrats to the AMD team that appears to have found a successful strategy. If AMD finds success in ARM servers, this could be a very interesting turnaround story.

goafrit
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Re: Where is the doom and gloom?
goafrit   1/22/2014 3:45:28 PM
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Wow - AMD? This company is very resillient. I hope this strategy can be sustainable. Their problems have been consistency but let me allow them to drink some wine in this Q. ARM is unlocking many companies and making them better.

daleste
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Re: Where is the doom and gloom?
daleste   1/22/2014 8:46:46 PM
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Yes, very good results for AMD.  I guess they have built a good game plan and executed well.

seaEE
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...and the news
seaEE   1/23/2014 1:08:32 AM
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"The heart of rock and roll is still beating."

-Huey Lewis

 

Way to go AMD!

Tunrayo
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Better Than Intel!
Tunrayo   1/23/2014 9:22:07 AM
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I suppose AMD have been better than Intel at estimating the processor market in the past year. AMD also suffered a significant decline in PC and notebook related sales, but they were able to make gains in the games market. I guess they are in the green because they don't have a huge stockpile of PC chip inventory to write down.

Kinnar
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Re: Where is the doom and gloom?
Kinnar   1/23/2014 2:08:32 PM
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Yes the change from computers to game stations in the segment of offering has proven beneficial for AMD. They should also focus towards the mobile processors and chipsets.

zewde yeraswork
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Re: Better Than Intel!
zewde yeraswork   1/23/2014 2:59:55 PM
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I wonder how exactly they were able to anticipate that. No one I know of really saw this coming. I'm not sure they saw it coming themselves--it may have just been a stroke of luck or perhaps they just did so well with gaming that it erased what otherwise would have felt like a pretty significant PC decline. Still, they are not Intel. They don't have as much riding on the traditional PC market and therefore aren't getting bitten quite as badly.

tb100
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Re: Better Than Intel!
tb100   1/23/2014 5:21:17 PM
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I'd say it was luck combined with some smarts.

The luck: they weren't competing so well with Intel in the processor IC market, so they put more emphasis elsewhere, and that market ended up declining.

The smarts: they emphasized their graphics strengths and so competed hard in the gaming market, and won for both XBox One and PS4.

Considering that the initial hump of new-box, pre-Christmas sales of these boxes is now over, they won't be able to maintain these initial sales numbers.

But maybe this will help them prepare for going forward. As companies realize Microsoft won't be supporting XP anymore, I suspect many companies will be buying new PCs this year to replace their older boxes, which may help Intel and AMD.

zewde yeraswork
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Re: Better Than Intel!
zewde yeraswork   1/24/2014 10:05:15 AM
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It remains to be seen whether AMD can keep up the good results as time passes and we're no longer in the early, booming phase of new video game consoles--and as Intel crecovers and seeks to make a move after registering some tough losses in its traditional PC market.



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